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Dan and Annelise

Ever since we signed up with Money Concepts in the fall of 2004, we have been very impressed with the level of service that we have received from Paul and his office staff. Right from the start, we felt very comfortable with his down-to-earth manner and ability to convey trust and integrity to us. Everything was presented in a clear and precise manner and our questions were answered to our satisfaction. He was able to match our risk level with the right kind of investments and insurance policies and helped us to set goals that are realistic and attainable. He also showed us some strategies that we hadn’t thought of before but made very good sense to us.

We have never felt coerced into anything but were always made aware that the final decision was ours. Our investments have performed admirably and we are very happy to have met Paul when we did. He was undoubtedly the answer to our financial needs. He is always accessible and quick to respond with any questions or concerns. We feel that we are well on our way to achieving our financial goals. We would highly recommend Paul and Money Concepts to anyone who is looking for a secure financial future and peace of mind where finances are concerned.